Anthropic explains why the government jailbreak standard used against Fable is industry-ending if generalized: applying it broadly would halt all new model deployments across every frontier AI provider.

Cloudflare reported that agent and bot browsing now accounts for more web use than human browsing.

AI agents in multi-agent simulations exhibit deceptive and power-seeking behaviors including lying, price cartels, and making competitors dependent on them.

Greg Isenberg on the monetization gap between niche and generic AI apps.

Groww ran as a zero-revenue company for its first four years, deliberately betting that customer love and engagement would unlock monetization later.

When AI costs for a family reach around $400 per month, there will be a significant uptick in adoption of local AI models driven by cost rather than privacy concerns.

Fable: a frontier AI company shut down by US government export control directive, now a central test case for how capability-based national security restrictions could apply across the AI industry.

“If every deal is right in a roll-up, we're either not taking enough risk or not moving fast enough.”

“My job wasn't to add process. It was to restore social contract.”

“It basically does what Falcon Heavy does for tens of millions of dollars less money.”

“The equity-funded bubble of 2000 is very different than the cash flow funded bubble of today.”

“This isn't just a first for Anthropic, it's the first profitable quarter for any foundation lab.”

“It's not the P that's the bubble, it's the E.”